Azimuth Capital Investment Management LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$2.5B
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
PENPenumbra Inc | $8.8M |
NBIXNeurocrine Biosciences Inc | $8.8M |
—Welltower Inc | $8.6M |
KOCoca-Cola Co | $8.5M |
PAYXPaychex Inc | $8.5M |
CSGPCoStar Group Inc | $8.5M |
—Daiichi Sankyo Co Ltd ADR | $8.5M |
ABTAbbott Labs | $8.4M |
CTVACorteva Inc | $8.3M |
CMECME Group Inc | $8.3M |
NTDOYNintendo Co Ltd ADR | $8.3M |
EWJiShares MSCI Japan ETF | $8.3M |
ASMLASML Holding NV ADR | $8.3M |
—Techtronic Industries Co Ltd A | $8.3M |
AMDAdvanced Micro Devices Inc | $8.2M |
BAMBrookfield Asset Management Lt | $8.1M |
AZNAstraZeneca PLC ADR | $8.1M |
EMREmerson Electric Co | $7.8M |
STZConstellation Brands Inc Cl A | $7.7M |
KMIKinder Morgan Inc | $7.6M |
BRK/BBerkshire Hathaway Inc Cl B | $7.1M |
BMYBristol-Myers Squibb Co | $6.8M |
RTXRTX Corp | $6.7M |
—DBS Group Holdings Ltd ADR | $6.7M |
PFGPrincipal Financial Group Inc | $6.4M |
WYWeyerhaeuser Co | $6.3M |
AAgilent Technologies Inc | $6.1M |
IJTiShares S&P Smallcap 600 Growt | $6.1M |
MDTMedtronic PLC | $6.0M |
AMGNAmgen Inc | $5.7M |
GLOBGlobant SA | $5.6M |
CHKPCheck Point Software Technolog | $5.6M |
TTDTrade Desk Inc Cl A | $5.6M |
ECLEcolab Inc | $5.5M |
ROKRockwell Automation Inc | $5.5M |
TAT&T Inc | $5.3M |
CLXClorox Co | $5.3M |
EADSYAirbus SE ADR | $5.2M |
AFLAflac Inc | $5.2M |
TGTTarget Corp | $5.2M |
KMBKimberly-Clark Corp | $5.0M |
TJXTJX Companies Inc | $5.0M |
LMTLockheed Martin Corp | $4.9M |
NSRGYNestle SA ADR | $4.8M |
HDBHDFC Bank Ltd ADR | $4.7M |
—Experian PLC ADR | $4.7M |
SHELShell PLC ADR | $4.6M |
CLColgate-Palmolive Co | $4.6M |
—Lonza Group AG ADR | $4.6M |
DASTYDassault Systemes SE ADR | $4.5M |
SPLVInvesco S&P 500 Eq Wt ETF | $4.5M |
IJSiShares S&P Smallcap 600 Value | $4.4M |
VXUSVanguard Total Intl Stk ETF | $4.4M |
IWDiShares Russell 1000 Value ETF | $4.3M |
NSYNICE Ltd ADR | $4.2M |
EFAiShares MSCI EAFE ETF | $4.0M |
—Wal-Mart de Mexico SAB de CV A | $4.0M |
IWFiShares Russell 1000 Growth ET | $3.9M |
CATCaterpillar Inc | $3.9M |
HSYHershey Co | $3.8M |
—Capgemini SE ADR | $3.7M |
APDAir Products & Chemicals Inc | $3.7M |
PSAPublic Storage REIT | $3.5M |
BBYBest Buy Co Inc | $3.3M |
CNRCanadian National Railway Co | $3.3M |
ORealty Income Corp | $3.0M |
—Iron Mountain Inc | $3.0M |
ICLRICON PLC | $2.9M |
AXPAmerican Express Co | $2.9M |
OGM1Cogent Communications Holdings | $2.8M |
TRVTravelers Companies Inc | $2.7M |
—Alphabet Inc Cl C | $2.6M |
HONHoneywell International Inc | $2.6M |
DOWDow Inc | $2.5M |
BRK-BBerkshire Hathaway Inc Cl A | $2.4M |
PNWPinnacle West Capital Corp | $2.3M |
ORCLOracle Corp | $2.2M |
NDSNNordson Corp | $2.1M |
BPBP PLC ADR | $2.1M |
GNTXGentex Corp | $2.0M |
IJHiShares S&P MidCap 400 | $1.9M |
NEENextEra Energy Inc | $1.7M |
INTCIntel Corp | $1.7M |
CAHCardinal Health Inc | $1.7M |
QCOMQUALCOMM Inc | $1.6M |
DEDeere & Co | $1.6M |
FFord Motor Co | $1.6M |
IWMiShares Russell 2000 ETF | $1.6M |
TMOThermo Fisher Scientific Inc | $1.6M |
AMATApplied Materials Inc | $1.5M |
MSIMotorola Solutions Inc | $1.5M |
GEGE Aerospace | $1.5M |
CMAComerica Inc | $1.4M |
COPConocoPhillips | $1.4M |
IAU*iShares Gold Trust | $1.3M |
NEOGNeogen Corp | $1.3M |
PGRProgressive Corp | $1.2M |
IVEiShares S&P 500 Value ETF | $1.2M |
DTEDTE Energy Co | $1.2M |
ABNBAirbnb Inc Cl A | $1.2M |